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Technology Stocks : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: Caxton Rhodes who wrote (3092)	4/2/1999 8:59:00 PM
From: DWB	Read Replies (3) \| Respond to of 5390

Caxton... "...politics and stupidity will be overrun by ecomonics." Is that like the ebonics of economics? Looks like there may be a good bit more stupidity left in the tank... ;-) DWB

To: Caxton Rhodes who wrote (3092)	4/8/1999 7:41:00 AM
From: Jim Oravetz	Read Replies (2) \| Respond to of 5390

Caxton, I don't GSM will wither away quite as fast as you might like. Here is a table from the article with the link below. Seems like GSM will be outselling CMDA over the next few years, if you can trust the research done by Forward Concepts. (Sorry about the formatting, see the link. It looked OK, when I entered it?) Forward Concepts Worldwide Subscribers by Air interface, in millions 1998 1999 2000 2001 2002 2003 Analog 98 102 107 102 96 89 GSM 117 159 216 284 337 394 IS-136 7 11 17 23 32 44 CDMAone 15 26 50 97 137 205 PDC 44 52 59 64 60 56 3G - - 0.1 1.7 5 11 Total 281 352 450 574 668 800 eetimes.com Analysis: Cellular accord may clear path to 3G phones By Peter Clarke EE Times (03/26/99, 4:31 p.m. EDT) NEW YORK — What's likely to be a rough-and-tumble race to build third-generation cellular phone systems began in earnest this week when Swedish phone giant L.M. Ericsson and Qualcomm Corp. struck a surprise agreement to end a high-profile intellectual-property dispute over patents for code-division multiple-access (CDMA) air interfaces. The deal, which came Thursday (March 25) on the heels of a parallel agreement on a 3G standard, dismantled a major hurdle on the road to a new class of mobile voice and broadband data services that's seen as a driver for the post-PC era. But the agreement also put new obstacles in front of developers in the form of three fragmented, competing versions of the air interface. .......snip Will Strauss, president of market watcher Forward Concepts Co. (Tempe, Ariz.), said Ericsson "has significantly broadened its market with this deal. It will now rival Nokia as an infrastructure company. Ericsson will be formidable." ...... Robert Rosenberg, president of Insight Research Corp. (Parsippany, N.J.), called the agreement a coup for Ericsson, which gains strength from Qualcomm's unique patent position. ......... +++++++++++++++++++ Quite an positive spin for ERICY! Most of the articles I have read have given the plus sign to Q; (certainly QCOM stock has reacted that way). Congrat's to Q holders. ERICY is still running in the "big game" however and will do fine. Jim